The Main Line Team
Serving the greater West Conshohocken, PA area.
Location
West Conshohocken, PA 19428 (610) 234-2100
A team behind every plan
When you partner with the Main Line Team, you become part of our family. Our experienced team of professionals have advanced designations and specialize in tax planning, estate planning, tax-efficient portfolio construction, and retirement income planning to ensure you have the tools to achieve your financial goals. Our client retention is high, and so is our employee retention—we’re in it for the long haul. We want to help you reduce your taxes, invest smarter, and live the retirement of your dreams. Let’s talk.
Meet Our Team
Awards & Recognition
View All2023
Five Star Wealth Manager (2023)
Five Star Professional
2022
Five Star Wealth Manager (2022)
Five Star Professional
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
Primary office
West Conshohocken, PA
300 Barr Harbor Dr. Suite 175
West Conshohocken, PA 19428
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
West Conshohocken, PA
West Conshohocken, PA 19428
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
Incentive Stock Options (ISOs): A Complete Guide to How ISOs Work, Vest, and Are Taxed
S Corp vs LLC: How to Choose the Right Structure for Your Income
5 Things to Look for in a Disability Insurance Policy
Newsroom and Resources
View AllMoney: Timothy Hewitt Featured in “Spring Housing Outlook: Buyers and Sellers Will Have to Navigate a Shifting Market”
GOBankingRates: Timothy Hewitt Featured in “11 Money Moves You Should Make This Fall”
GOBankingRates: Timothy Hewitt Featured in “I’m a Retirement Planner: Reasons to Pay Off Your Mortgage Before You Retire”
Wiley Team Content 2 - 4 Philadelphia Financial Advisors Named 2022 Five Star Wealth Managers
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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